Iht Wealth Management, LLC Portfolio Holdings

Iht Wealth Management, LLC

  • $3.06 Billion
  • Q1 2025

Iht Wealth Management, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.06 Billion distributed in 1086 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $103M, Wisdomtree Floating Rate Treas with a value of $101M, Invesco Qqq Trust, Series 1 with a value of $69.7M, Spdr Portfolio S&P 500 Value E with a value of $60.8M, and Nvidia Corp with a value of $59.3M.

Examining the 13F form we can see an increase of $72M in the current position value, from $2.99B to 3.06B.

Iht Wealth Management, LLC is based out at Chicago, IL

Below you can find more details about Iht Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.06 Billion
ETFs: $2.02 Billion
Technology: $316 Million
Financial Services: $155 Million
Consumer Cyclical: $134 Million
Healthcare: $91.2 Million
Industrials: $85 Million
Communication Services: $81.9 Million
Consumer Defensive: $72.5 Million
Other: $98.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$86.8B
$1.69 Million 0.06% of portfolio
15,422
Q1 2025 Added 2.17%
$13.3B
$1.71 Million 0.06% of portfolio
23,461
Q1 2025 Added 0.31%
$123B
$1.85 Million 0.06% of portfolio
20,589
Q1 2025 Reduced 0.88%
$12.9B
$1.92 Million 0.06% of portfolio
70,948
Q1 2025 Added 395.86%
$64.4B
$1.71 Million 0.06% of portfolio
7,237
Q1 2025 Reduced 0.7%
$59.8B
$1.71 Million 0.06% of portfolio
13,825
Q1 2025 Reduced 0.79%
$35.8B
$1.82 Million 0.06% of portfolio
31,379
Q1 2025 Reduced 12.55%
$88.2B
$1.98 Million 0.06% of portfolio
5,679
Q1 2025 Added 0.48%
$111B
$1.85 Million 0.06% of portfolio
18,895
Q1 2025 Reduced 2.1%
$1.25T
$1.78 Million 0.06% of portfolio
10,753
Q1 2025 Reduced 0.38%
$61.4B
$1.73 Million 0.06% of portfolio
6,553
Q1 2025 Reduced 2.0%
$56B
$1.46 Million 0.05% of portfolio
13,332
Q1 2025 Added 1.41%
$108B
$1.41 Million 0.05% of portfolio
6,461
Q1 2025 Added 1.19%
$162B
$1.45 Million 0.05% of portfolio
9,984
Q1 2025 Added 4.44%
$126B
$1.41 Million 0.05% of portfolio
10,102
Q1 2025 Added 4.55%
$99.6B
$1.6 Million 0.05% of portfolio
6,020
Q1 2025 Added 1.06%
$156B
$1.49 Million 0.05% of portfolio
40,497
Q1 2025 Added 0.82%
$122B
$1.67 Million 0.05% of portfolio
15,922
Q1 2025 Added 57.27%
$73.6B
$1.47 Million 0.05% of portfolio
50,050
Q1 2025 Added 1.3%
$0
$1.63 Million 0.05% of portfolio
192,789
Q1 2025 Reduced 3.38%
$16B
$1.4 Million 0.05% of portfolio
20,316
Q1 2025 Reduced 49.56%
$0
$1.51 Million 0.05% of portfolio
81,916
Q4 2024 Reduced 38.0%
$3.05B
$1.45 Million 0.05% of portfolio
49,755
Q1 2025 Added 267.33%
$17.2B
$1.5 Million 0.05% of portfolio
5,600
Q1 2025 Added 6.93%
$28.7B
$1.47 Million 0.05% of portfolio
17,089
Q1 2025 Added 63.99%
$129B
$1.46 Million 0.05% of portfolio
12,611
Q1 2025 Reduced 8.15%
$121B
$1.59 Million 0.05% of portfolio
18,251
Q1 2025 Added 0.54%
$95B
$1.38 Million 0.05% of portfolio
21,725
Q1 2025 Added 89.67%
$41.6B
$1.67 Million 0.05% of portfolio
33,932
Q1 2025 Added 30.75%
$36.6B
$1.65 Million 0.05% of portfolio
16,656
Q1 2025 Reduced 11.57%
$41.2B
$1.49 Million 0.05% of portfolio
5,756
Q1 2025 Added 130.24%
$0
$1.39 Million 0.05% of portfolio
119,525
Q1 2025 Added 3.91%
$0
$1.65 Million 0.05% of portfolio
68,495
Q1 2025 Added 8.28%
$48.7B
$1.54 Million 0.05% of portfolio
14,753
Q1 2025 Reduced 3.37%
$186B
$1.63 Million 0.05% of portfolio
3,284
Q1 2025 Reduced 6.47%
$42.5B
$1.41 Million 0.05% of portfolio
18,178
Q1 2025 Reduced 14.42%
$703M
$1.44 Million 0.05% of portfolio
262,805
Q1 2025 Reduced 2.72%
$56.5B
$1.36 Million 0.04% of portfolio
11,409
Q1 2025 Added 2.61%
$9.86B
$1.1 Million 0.04% of portfolio
15,242
Q1 2025 Added 3.67%
$321B
$1.3 Million 0.04% of portfolio
9,839
Q1 2025 Added 5.68%
$50.4B
$1.33 Million 0.04% of portfolio
2,529
Q1 2025 Reduced 42.86%
$1.16B
$1.32 Million 0.04% of portfolio
13,069
Q4 2024 Reduced 3.68%
$80.8B
$1.18 Million 0.04% of portfolio
14,109
Q1 2025 Added 6.47%
$0
$1.11 Million 0.04% of portfolio
129,182
Q1 2025 Added 0.13%
$56.4B
$1.18 Million 0.04% of portfolio
5,106
Q1 2025 Reduced 4.79%
$112B
$1.38 Million 0.04% of portfolio
4,557
Q1 2025 Added 13.27%
$73.8B
$1.36 Million 0.04% of portfolio
14,552
Q1 2025 Added 0.08%
$51.5B
$1.16 Million 0.04% of portfolio
3,708
Q1 2025 Added 2.6%
$0
$1.29 Million 0.04% of portfolio
63,184
Q1 2025 Added 4.68%

Summary

  • Portfolio
  • No. of Stocks 1,086
  • Current Value $3.06 Billion
  • Prior Value $2.99 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 87 stocks
  • Additional Purchases 467 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 488 stocks
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